Joseph Alvarez
CRD Number: 7222023Current Firm: The Capital Group Investment Advisory Services, LLC
Joseph Alvarez (CRD# 7222023) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Capital Group Investment Advisory Services, LLC | Bethesda, MD | Dec 2022 - Current | 1 |
| Burtons Grill & Bar | Riverdale Park, MD | Jun 2022 - Current | 1 |
| University Of Maryland-college Park | College Park, MD | Jul 2019 - Dec 2022 | 3 |
| Northwestern Mutual | Washington, DC | May 2021 - Nov 2021 | < 1 |
| Washington Wealth Management | Washington, DC | Jan 2020 - Mar 2020 | < 1 |
| Chick-fil-a | Westminster, MD | Feb 2015 - Jul 2019 | 4 |
| Full-time Student | Westminster, MD | Jan 2011 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- MD
-
Total Assets Under Management1,183MILLIONS
-
Total Number of Accounts781ACCOUNTS
-
Average Account Value$1,514,423
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, MD, NH, NY, PA, TX, VA
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